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Onboarding Checklist

This form helps us collect access and assets so we can get started smoothly.

Contact Information

Business Name

Primary Contact Name

Primary Email Address

Primary Contact Number

Secondary Contact Name

Secondary Email Address

Secondary Contact Number

🔐 Access to Accounts

To get started, we’ll need access to some of your existing platforms.

If you’re unsure how to grant access to any platform, just let us know. We’re happy to help.

Website & Domain

Website Access:

Please grant website access to access@inspirekbb.com
Website Access:
A
B
C
D

Domain Access:

Do you have an existing Account? Please provide the login credentials to your domain registrar and web hosting provider.
Domain Access:
A
B
C
D

Socials & Meta Ads

Facebook Page and Meta Business Access:

Here's our Business portfolio ID: 477526542762278
Please add us as Partner in your business manager account, and assign us the FB page, IG account, ad account, and pixels.
Here's a how to guide: https://tinyurl.com/inspirekbbfbinstructions
Facebook Page and Meta Business Access:
A
B
C

LinkedIn Page Access:

Could you please grant Admin access to your LinkedIn Page for the following team members?

• Eva Marie Soquena – https://www.linkedin.com/in/evamariesoquena/ • Chloe Dunn – https://www.linkedin.com/in/chlo%C3%A9-dunn-marketing/

Here's a how to guide: https://www.linkedin.com/help/lms/answer/a529615
LinkedIn Page Access:
A
B
C

Instagram Access:

Do you have an existing Account?
Instagram Access:
A
B
C
D

TikTok Access:

Do you have an existing Account?
TikTok Access:
A
B
C
D

Houzz Access:

Do you have an existing Account?
Houzz Access:
A
B
C
D

Pinterest Access:

Do you have an existing Account?
Pinterest Access:
A
B
C
D

Google Accounts & Google Ads

Google Business Profile:

Provide inspirekbbmarketing@gmail.com admin access
Here's a how to guide: https://support.google.com/business/answer/3403100?hl=en
Google Business Profile:
A
B
C
D

Google Analytics:

Provide inspirekbbmarketing@gmail.com admin access
Here's a how to guide: https://support.google.com/analytics/answer/9305587?hl=en
Google Analytics:
A
B
C
D

Google Tag Manager:

Provide inspirekbbmarketing@gmail.com admin access
Here's a how to guide: https://support.google.com/tagmanager/answer/6107011?hl=en-GB
Google Tag Manager:
A
B
C
D

Google Search Console:

Provide inspirekbbmarketing@gmail.com admin access
Here's a how to guide: https://support.google.com/webmasters/answer/7687615?hl=en
Google Search Console:
A
B
C
D

Google Ads Account

Provide inspirekbbmarketing@gmail.com admin access
Here's a how to guide: https://support.google.com/google-ads/answer/6372672?hl=en
Google Ads Account
A
B
C
D

Marketing tools & Assets

Mailchimp

Provide access@inspirekbb.com admin access
Here's a how to guide: https://mailchimp.com/help/manage-user-levels-in-your-account/
Mailchimp
A
B
C
D

Dropbox Shared Folder

Please upload brand assets to the shared folder (logos, brand guidelines, project images, etc.)
Here's a how to guide: https://www.dropbox.com/request/bebB13bqxTkvKrIHWrP0
Folder Link:
Dropbox Shared Folder
A
B
C

Financial Information

Business Limited Company Name

Business Trading Name

Business Registration Number

Business VAT Number

Preferred Invoice Contact Name

Preferred Account / Invoicing Email Address

Preferred Invoice Contact Number